Kris started Cloyd Financial Planning in 2010, after 25 years of financial planning at Successful Financial Strategies, Lincoln Financial Services, and IDS (now Ameriprise Financial). Kris became one of the first Certified Financial Planners (CFP) in the country in 1984, and has spent the more than 30 years dedicated to helping others with their financial planning.
Kris holds an MBA in Finance and Accounting from Clark University and is Certified in Long-Term Care (CLTC).
Kris created and taught a Financial Intelligence course as an adjunct professor at Clark University. He has also been preparing tax returns for over 28 years. Kris is a the former director of several organizations including the Worcester Business and Estate Planning Council, Seven Hills, the Worcester Rotary Club, the Greater Worcester Jaycees, and the Massachusetts Jaycees
When Kris isn't working, he volunteers at his church, and formerly served as Scoutmaster for Boy Scout Troop 306 in Rutland. Kris likes to kayak and play golf.
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Susan is responsible for assisting clients with service questions and concerns, transaction processing, as well as task management, to ensure requests are completed promptly and properly. She also oversees our database, maintaining accurate and detailed records for all of our clients.
Susan and has worked with Kris for more than 20 years.
Previously, she served as the Executive Director of the Greater Boston chapter of the International Association of Financial Planning (IAFP), as well as the Executive Assistant for the National Investment Company Service Association (NICSA).
Jaimie joined Cloyd Financial Planning in December 2016 shortly after moving to Massachusetts from Virginia. She will be assisting clients with service questions and concerns, transaction processing, as well as task management, to ensure requests are completed promptly and properly. Jaimie holds a Bachelor’s Degree in Sociology with a minor in Business Administration. She has an Associates Degree in Information Systems Technology.